Mark Brice Email & Phone Number
Partner and Senior Financial Planner at Mindful Asset Planning @ Mindful Asset Planning
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Mark Brice Location
- Minneapolis, MN, US
Mark Brice Work
- Partner and Senior Financial Planner at Mindful Asset Planning @ (January 2019 - Present)
- Associate Financial Planner @ (July 2012 - December 2018)
- Business Analyst @ (October 2011 - July 2012)
- Project Manager @ (October 2009 - May 2010)
- Structural Engineer @ (July 2008 - October 2009)
- Structural Engineer @ (May 2005 - July 2008)
- Undergraduate Research Assistant @ University of Minnesota - Twin Cities - Civil Engineering Department (September 2004 - May 2005)
- Land Surveyor @ North Country Surveying (January 2003 - January 2003)
Mark Brice Education
- University of St. Thomas
certificate program (Certified Financial Planner™)
2010-2011 - FPA Residency 2011 2011-2011
- Century College
Non-Degree Coursework (Business)
2006-2007 - University of Minnesota-Twin Cities
B.S. (Civil Engineering)
2001-2005 - Roseville Area High School 1997-2001
Mark Brice Skills
- Estate Planning
- Planning
- Income Tax
- Business Consulting
- Pensions
- Saving for Education
- IRAs
- Data Analysis
- Investments
- 401k
- Roth IRA
- Financial Services
- Powers of Attorney
- Life Insurance
- Strategic Financial Planning
- Structural Engineering
- Trusts
- Health Care Directives
- Disability Insurance
- Project Planning
- Personal Financial Planning
- Wills
- Long Term Care Insurance
- Project Management
- Research
- Services
- Tax Advantaged Investment Strategies
- Employee Benefits
- 529 Plans
- Residential Mortgages
Mark Brice Summary
- Mark Brice, based in Minneapolis, MN, US, is currently a Partner and Senior Financial Planner at Mindful Asset Planning at Mindful Asset Planning. Mark Brice brings experience from previous roles at Mindful Asset Planning, ActiFi, Larson Engineering and Meyer, Borgman, and Johnson, Inc.. Mark Brice holds a 2010 - 2011 certificate program in Certified Financial Planner™ @ University of St. Thomas. With a robust skill set that includes Estate Planning, Planning, Income Tax, Business Consulting, Pensions and more. Mark Brice has 2 emails and 3 mobile phone numbers on RocketReach.
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